There are a few different ways to add users to the Due Diligence platform and manage their property access. This article walks through each method so you can choose what works best for your workflow.

Method 1: Adding Users via Admin Center

This is the recommended method for adding users and managing roles and property access in bulk.

Step 1: Open Admin Center

1. Log in to the DD Platform
2. Click the Settings icon in the lower-left corner of the page, just above your profile icon
3. From the menu, select Users (Admin Center) — this is the last option in the list

Step 2: Add a New User

1. In the upper-right corner of the Admin Center page, click the New User button
2. Enter the user's:
   • Email address
   • Full name
   • Short name
   • Permission role
   • Note: Phone is NOT a required field but the ones above are

3. Click Create User to create the account

   

Step 3: Assign Property Access

1. From the Users list, click on the user you'd like to update
2. Navigate to the Property Access tab
3. Search or scroll to find the property you'd like to assign
4. Select Direct Access
   1. Business Access is typically given to Administrators or Process Managers.

Method 2: Adding Users Directly from the DD Order Page

This method is a quick way to add users to a specific property directly from the order page.

1. Log in to the DD platform and navigate to the relevant property
2. Click on the DD Orders tab, then open the order for the property
3. In the left navigation, click Add Users to Property
4. Enter the user's full name and email address

5. Click Add User

   

Note: Users added this way will be assigned the Limited role by default. If a higher permission level (Standard or above) is needed, their role can be updated in Admin Center.

Method 3: Giving an Existing User Access to a Property

If a user is already in the system but needs to be added to a specific property:

1. Navigate to the property in the DD platform
2. On the DD Progress Dashboard page, click the Actions dropdown in the upper-right corner

3. Select Edit Property Access

   

4. Search for the user you'd like to add
5. Click the + icon next to their name to grant them access to the property